Maersk added that it now forecast container demand — a proxy for global trade growth — to be between 1 per cent growth and a 1 per cent decline this year, against previous guidance of a 2-4 per cent increase.
Maersk is seen as a bellwether for global trade as it transports one in five containers on the seas. It credited an “exceptional market situation” in shipping, which led to volumes falling by 7 per cent in the first quarter due to bottlenecks but freight rates shooting up by 71 per cent compared with a year previously.
Its shares rose 8 per cent on Tuesday morning to DKr19,605, reversing some of their decline so far this year. The stock jumped by almost three-quarters last year.
これか。
Maersk warns on trade volumes even as profits balloon
ttps://www.ft.com/content/b03d2616-2997-450b-ab3f-bc0f55f10c3a
要は、①貨物取扱量は微減するかもしれない、②コンテナ運賃は高止まり継続し結果として高収益が継続、③海運株が物色される、と。
あと１年も今の状況がつづくとすれば、ここの株価どうなっちゃうの(・・;?
Maersk added that it now forecast container demand — a proxy for global trade growth — to be between 1 per cent growth and a 1 per cent decline this year, against previous guidance of a 2-4 per cent increase.
Maersk is seen as a bellwether for global trade as it transports one in five containers on the seas. It credited an “exceptional market situation” in shipping, which led to volumes falling by 7 per cent in the first quarter due to bottlenecks but freight rates shooting up by 71 per cent compared with a year previously.
Its shares rose 8 per cent on Tuesday morning to DKr19,605, reversing some of their decline so far this year. The stock jumped by almost three-quarters last year.